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Barclays
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
326
Gemmer Asset Management
Walnut Creek,
California
| – | -$5K | -660 | Closed |
|
|
PFBT
327
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$4K | -564 | Closed |
|
328
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4.39K | -560 | -100% |
|
|
KFP
329
KB Financial Partners
Princeton,
New Jersey
| – | -$4K | -483 | Closed |
|
330
AssetMark Inc
Concord,
California
| – | -$3K | -435 | Closed |
|
331
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -383 | Closed |
|
|
GWM
332
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -200 | Closed |
|
|
AF
333
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -69 | Closed |
|
|
SWM
334
Sugarloaf Wealth Management
Duluth,
Georgia
| – | +$8 | +1 | +4% |
|
|
CCM
335
Cribstone Capital Management
Augusta,
Maine
| – | +$487 | +62 | New |
|
|
HFS
336
Heritage Financial Services
Westwood,
Massachusetts
| – | +$832 | +106 | New |
|